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On September 24, 2025, markets woke up to a jolt when news broke that the Trump administration had moved to secure an equity stake in Lithium Americas as part of talks over a multibillion-dollar Energy Department loan. The sudden announcement sent the company’s shares soaring and made clear this White House intends to use every tool to protect American strategic resources.
Officials are reportedly seeking up to a 10 percent stake tied to renegotiating a $2.26 billion DOE loan for the Thacker Pass project in Nevada, the largest planned lithium source in the Western Hemisphere and a linchpin for U.S. battery supply chains. This is not a vague promise — it’s a concrete move to ensure domestic production of a critical mineral that powers electric vehicles and modern defense systems.
Patriots should celebrate this. For years our supply chains have been hollowed out, and China has dominated refining and processing of critical minerals; taking a stake in a homegrown project is exactly the kind of muscle government should deploy to break that chokehold and keep jobs and technology on American soil. The Left will shriek about “government ownership,” but national security trumps woke orthodoxy when foreign adversaries control the inputs for our industry.
Investors responded the way free markets do when the government signals backing: Lithium Americas stock surged roughly 70–100 percent in a matter of hours and the broader lithium sector climbed as traders priced in de-risking and potential government support. Whatever you think of intervention, the market’s reaction shows confidence that strategic policy can revive American manufacturing and mining.
This deal also involves major private partners — General Motors already owns a large stake in Thacker Pass and has offtake rights, and reports say Washington wants stronger guarantees that domestic automakers will actually buy the metal they claim to need. That’s commonsense accountability: if taxpayers are on the hook to back the loan, industry partners must prove they’re committed to buying American-made lithium.
Make no mistake: this is part of a broader strategy by this administration to use equity and targeted investment to secure strategic industries, following similar moves in chips and rare earths. Conservatives who love American strength should support smart, conditional investments that protect national interests while insisting on rigorous oversight and return protections for taxpayers.
The choice is simple for fellow citizens: stand for a future where the United States controls the supply chains that power our economy and defense, or keep watching those chains tighten around our throat because of ideological purity or fear. If done transparently and with tough guardrails, this stake can be a winning, patriotic use of power — one that rebuilds industry, creates jobs, and cuts dependence on adversaries for the resources America needs.
